November 09, 2017
Think Your Way to Success
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It's all about using your head

There are plenty of people in the workforce that do "something," but not so many who do what needs to be done. And this is both a problem and an opportunity.
Success depends on being among the few others count on to get the job done right-and that takes thinking. Here are questions that can serve as a guide to thinking your way to success:
"What if this isn't what my customer needs?" What if I'm trying to force it,
attempting to make it work-and it isn't?
Favorite Sales Ideas 
MDRT Minute
With decades of experience, these two friends and Past MDRT Presidents talk about a few of the ideas that have made them successful.
TBA Advanced Sales Tips
Advanced Markets Portal
The goal of the portal is to provide you with education and materials on specialized markets, including materials that are client friendly. You will find presentations, training, and reference materials on:
 
  • Estate Planning
  • Retirement Planning
  • Taxation 
  • Business Planning 
  • Charitable Giving 
Pitch Perfect
Generation Matters
Generation Station puts you on the fast track to success with clients of every generation, every time.

Meeting with a new prospect? Go in with a powerful first impression. Leverage an online client meeting prep tool that does two things:
  • Instructs you on how to communicate in the right way, specific to their generation
  • Helps you to choose the right life insurance solution, specific to their life stage needs
Now, that should be music to your ears!
Take the hassle out of underwriting                  
No Exams with SBLI

SBLI has a program that will allow clients 18-60 applying for $500,000 or less to purchase coverage and never have to do an exam. 

We feel like saving time in underwriting and delivering a better customer experience is worth the extra cost.  In fact, beginning April 3, 2017, we will be contacting you about the option of moving a case each time we receive an application that fits into the parameter of the program.

For Free

The TBA Mobile App was designed to give advisors the ability to be more efficient while away from the desk. This app has all of the tools needed to create sales as well as process paperwork more efficiently. It can be downloaded on your phone or tablet. It is available to download for free from the app stores of A pple, A ndroid, and Kindle.

Available tools include:
  • Instant Term Quotes 
  • Online Application 
  • Needs Analysis
  • Licensing 
  • Direct Dial TBA Employees

Policy Review



Upcoming Webinars 



Past Webinars

Tennessee Brokerage Agency | 865-588-9555 | www.TBA.com
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